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Manager Investment Management Private Wealth
Experience
4 yrs required
Location
Sacramento, CA, United States
Posted on
Nov 17, 2022
Profile
Manager, Investment Management, Private Wealth
Duties: The candidate will perform high-level reviews of tax research of individual, fiduciary, partnership, closely-held corporations, estate, and gift work papers and tax returns, as well as prepare and lead client meetings on compliance and consulting projects related to tax planning opportunities and the tax implications of transactions to the client. Additionally, will train, mentor, and supervise new and experienced Tax Consultants and Tax Seniors; you will begin taking on lead client-contact roles, and billing and profitability analysis, on engagements; and will begin to be involved in marketplace eminence building and pursuits.
Company info
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